The Strategy Advisory Services category is a collection of our most popular services that can be applied to any industry or organization.Each service can be customized depending on your specific needs.In each of the service cards, you’ll find a brief description as well as a client case study to illustrate some of our recent work.

We commonly start our project engagements with a thorough assessment of your current situation followed by a customized statement of recommendations, outlining a path forward with next steps.

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Strategic Planning

A strategic plan is an instructional manual for your strategy. Essentially, the strategic plan brings your strategy to life. Too many organizations confuse their strategy, strategic planning and even, how they organize their people. Through our experience, we find organizations are either ‘motionless’ or ‘directionless’. For a variety of reasons, they are either creating a lot of motion but moving in the wrong direction OR they are pointed in the right direction but can’t create forward motion. We help businesses fix, adjust, or avoid this problem.

HOW WE HELP

What happens during the engagement

We are passionate about helping to craft the right strategy and plan that moves people and organizations towards potential. We typically start most of our engagements with our strategic planning service. Included are six phases of work that are required to establish, launch and operationalize the plan:

WHAT OUTCOMES YOU CAN EXPECT

to communicate an inspiring direction and purpose for their organizations

to have a defined, goals and outcome based plan that is action-oriented

a repeatable process that can be embedded in the organization's operational cadence

to strengthen overall performance, engagement and growth

GROW GROW GROW

Market Expansion

As businesses develop and mature, they need to be evaluating new opportunities for expansion. Every organization should simultaneously be serving a market and building a new one. Without a strategy to expand to new markets, organizations fail to realize their full potential and ultimately face declining sales, margin erosion and inability to attract top talent.

HOW WE HELP

What happens during the engagement

From different customer segments to industries, there are several different kinds of markets to which your products and services have value. Knowing which markets are the best path for your business and how to gain traction is a big challenge for any organization. Through our 5-step process, we help you:

define the markets with the strongest potential for your business

identify capability gaps required to access certain markets

access and activate new markets with a value proposition that resonates

strengthen penetration in existing markets

WHAT OUTCOMES YOU CAN EXPECT

What happens after the engagement

Following custom consulting engagements that focus on market expansion, organizations can expect:

a detailed strategy and roadmap to expand the business to new markets

a tactical project plan to advance new expansion from test to scale

to build a new organizational capability

a multi-year path to sustainable and repeatable growth

LEAD THE MARKET

Innovation

Lack of innovation, if not addressed, can have a significant impact on the long-term of health of your business, leading to painful and debilitating periods of customer defect and flat-to-no sales growth. If you want to matter to your customer now and in the future, you need to be bringing insight-led products, services and experiences to market. Five-year compounded growth rates of innovative companies is 84% as compared to 28% of all the rest.

HOW WE HELP

What happens during the engagement

Developing an innovation strategy is absolutely critical to creating repeatable, sustainable and predictable growth. Being relevant in your market is no longer a choice, it’s table stakes. From solving problems in your organization to identifying unmet needs within your target customer segments, innovation is at the heart of value creation. Through our 5-step process, we help you:

research, identify and define the right opportunities for innovation in your business

execute multi-phase development and rollout strategies for new innovation

establish a long-term roadmap and cadence for bringing new innovation to your business and / or markets

WHAT OUTCOMES YOU CAN EXPECT

What happens after the engagement

Following custom consulting engagements that focus on innovation strategy, organizations can expect:

increased brand equity and a path to industry leadership

to build a new organizational capability

To build an innovative culture and become a sought-after employer for top talent

a multi-year path to sustainable and repeatable growth

BUY AND SELL

Acquisition

On the buy-side, acquiring another company is a daunting thought and task that should not be taken lightly. If done correctly though, an acquisition should can accelerate your company’s growth strategy or plans for expansion into new markets. On the sell-side, many business owners never give the proper time to their transition timing or eventual sale until it’s too late. We can provide the outside-in guidance on how to derive maximum value for your asset.

HOW WE HELP

What happens during the engagement

Whether you’re looking to grow through acquisition or needing to think through an exit strategy for your own business, we can help. Successful acquisitions don’t just add revenue (ie: elimination of competitor or consolidation), they bring new capabilities that unlock access to previously untapped value for the acquirer. We employ a regimented process to help you:

if selling your own company, we help you prepare your business for eventual sale

WHAT OUTCOMES YOU CAN EXPECT

What happens after the engagement

Following custom consulting engagements that focus on your acquisition strategy, organizations can expect:

prioritization of acquisition targets based on predetermined criteria

a new set of organizational capabilities in an acquired target that unlock full potential for your organization

a multi-phase strategy to prepare your business for sale at maximum value to a well-qualified suitor

MAKE THEM LOVE YOU

Customer Development

Customers are the lifeblood of every business. Your approach to how your serve, develop and keep customers matters. Your ability to turn those customers into crazed fans matters even more. You need to be re-inventing the overall experience and value-package that you deliver to your customers or you risk losing them.

HOW WE HELP

What happens during the engagement

Executing strategy well often depends on your organization's’ approach to serving and developing customers. We bring outside expertise to help organizations think differently about how they segment, organize and deliver value to their customers. Through a multi-phase process, we help organizations:

understand how their customers perceive their current experience and relationship

collaboration, clear direction and communication between sales and marketingoverall revenue and profit growth

EVERYONE ON THE SAME PAGE

Performance Development

The questions we hear most often: How can I drive my organization – with more confidence – to achieve the kind of results I desire? How can I close the gap that exists between what I say I’m going to do (in my strategy), and what actually gets done (in execution). Better yet – how can I make sure we start delivering in a repeatable, consistent and predictable fashion? Calibrating your approach to people and process with your strategy is at the heart of strong execution. Failure to get these vital components right will undoubtedly lead to underperformance.

HOW WE HELP

What happens during the engagement

We love helping organizations improve overall performance - but, we do it very differently than most. We’re reframing performance ‘management’ into performance ‘development’. Essentially, our advisory work in this area helps organizations move from ‘managing’ people to ‘developing’ people. There’s a big difference! This service is commonly engaged-in following our strategic planning process, as organizations begin to cascade their plans throughout their teams. We help you:

establish the right process for cascading your strategic plan

work with leaders throughout your business to implement the right accountability, coaching and development to move the plan forward

implement a repeatable and sustainable performance development system that your leaders will rely on, not dread

WHAT OUTCOMES YOU CAN EXPECT

What happens after the engagement

Following custom consulting engagements that focus on enhancing performance, organizations can expect:

improved communication across your organization

strong execution of key priorities and activities

enhanced employee engagement

retention and attraction of top talent

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